Skip to content
linkedinenvelope
Millstone Evans LogoMillstone Evans Logo
  • Home
  • Help
    • Help
    • Need Help? Click Here to find your Service Contact
    • Interested in interning with us? Click here to find out how
    • FAQs
  • Connect
  • Acquaint
    • Acquaint
    • Sacha Millstone
    • Greg Evans
    • Ben Kirby
    • Martial Frindethie
    • William Kowalski
    • Toni Noto
    • Byron Wilson
    • Dave Singleton
    • Madeline Stutz
    • Courtney Rucker
    • Tiffanye Rollerson
    • Joseph Morris
    • Sydney Tyler
  • Engage
    • Engage
    • Our Process
    • Families
    • First-Time Investors
    • LGBTQ+
    • Life Transitions
    • Professionals, Entrepreneurs & Top Executives
    • Retirees and Pre-retirees
    • Socially Responsible Investors
    • Sudden Money
    • Women Investors
  • Enlighten
    • Enlighten
    • Sacha On Money & More – Our Blog
    • Money Conscious Podcast
    • News
    • WorthWhile
  • Uplift
  • Key Disclosures
    • Key Disclosures
    • Key Disclosures Information
    • IAPD
    • Form ADV Part 2A
    • Form ADV Part 2B
    • Form CRS
    • Website Privacy Notice
    • Our Relationship with Raymond James
  • Online Resources
    • Online Resources
    • Helpful “How-To” Videos
    • Comprehensive Overview of Our Client Services
    • My Big Picture
    • Client Access
    • ESG Software
    • Longevity Planning
    • Education Funding and Planning
    • Upload Files
  • Denver, CO
    1401 17th St., Suite 300 Denver, CO 80202
    Map and Directions Map and Directions
  • Boulder, CO
    4940 Pearl East Circle, Suite 302 Boulder, CO 80301 T: 720.728.2801 F: 866.522.9588 TF: 800.201.4554
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Economy & Policy
    • Estate & Giving
    • Family & Lifestyle
    • Financial Planning
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Charitable giving
    • Client news
    • Communities of color
    • Education funding and planning
    • Environmental, Social, and Governance (ESG) investing
    • Estate planning
    • Events
    • Family
    • Financial planning
    • First time investing
    • How-to guidance
    • Investing ideas
    • Investment news
    • LGBTQ+
    • Life transitions
    • Longevity planning
    • Market update
    • Personal news
    • Planning and investment tools
    • Retirement and pre-retirement
    • Sudden money
    • Team news
    • Technology
    • Women
  • Media
    • Article
    • Calculator
    • Checklist
    • Document
    • Infographic
    • Newsletter
    • Video
Infographic: Building a complete care team for a confident retirement
10 professionals worth having on speed dial.
Retirement & Longevity
Infographic: Navigating your Medicare enrollment
Whether you’re approaching Medicare eligibility for the first time or considering changes to your existing plan to better suit your needs, this guide will help you prepare for enrollment and navigate your options.
Retirement & Longevity
Read
Aging solo
The practicalities and possibilities of embracing the future on your own.
Retirement & Longevity
Funding long-term care with an irrevocable life insurance trust
How this strategy can help you avoid unnecessary taxation and create generational wealth.
Retirement & Longevity
Social Security increases benefits by 2.8% for 2026
The 2026 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Read
Dispelling Medicare misconceptions
Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Here are the facts about five common Medicare myths:
Retirement & Longevity
Read
Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Read
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Millstone Evans LogoMillstone Evans Logo
linkedinenvelope
  • Denver, CO 1401 17th St., Suite 300 Denver, CO 80202
  • Map & Directions
  • Map & Directions
  • Boulder, CO 4940 Pearl East Circle, Suite 302 Boulder, CO 80301
  • T 720.728.2801
  • F 866.522.9588
  • TF 800.201.4554
  • Map & Directions
  • Map & Directions

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.